HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.38M
3
+$1.19M
4
KO icon
Coca-Cola
KO
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$563K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$876K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$780K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$758K

Sector Composition

1 Financials 5.62%
2 Healthcare 4.8%
3 Industrials 4.29%
4 Energy 4.03%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-150
602
$0 ﹤0.01%
5
-16
603
$0 ﹤0.01%
1
604
– –
-82
605
$0 ﹤0.01%
18
606
$0 ﹤0.01%
11
607
– –
-16
608
– –
-217
609
– –
-632
610
– –
-448
611
$0 ﹤0.01%
25
-13
612
– –
-84
613
– –
0
614
$0 ﹤0.01%
42
615
– –
0
616
– –
-380
617
– –
-339
618
$0 ﹤0.01%
25
619
$0 ﹤0.01%
100
620
$0 ﹤0.01%
4
21 22 23 24
25